BAM

Brave Asset Management Portfolio holdings

AUM $409M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$121K 0.1%
8,500
152
$120K 0.1%
1,600
153
$120K 0.1%
1,420
154
$119K 0.09%
3,600
155
$119K 0.09%
950
156
$118K 0.09%
1,381
157
$116K 0.09%
3,100
158
$116K 0.09%
8,500
159
$115K 0.09%
3,500
160
$115K 0.09%
3,300
161
$112K 0.09%
2,796
162
$108K 0.09%
2,150
+2,000
163
$106K 0.08%
2,220
164
$105K 0.08%
2,500
165
$104K 0.08%
26,000
166
$104K 0.08%
3,000
-1,000
167
$103K 0.08%
2,077
168
$97K 0.08%
2,360
169
$97K 0.08%
11,250
-500
170
$96K 0.08%
4,000
171
$90K 0.07%
4,500
172
$90K 0.07%
1,067
+534
173
$89K 0.07%
2,000
174
$87K 0.07%
1,500
175
$86K 0.07%
2,868
-286
5 6
7
8 9